Ranked by value and by timing, using the pipeline shape EKU provided, on top of the demand-side ranking delivered earlier. Nothing here is a forecast: the value figures are arithmetic on client-provided counts and typical deal sizes, labeled as such.
Power Generation is about ten projects and the majority of value; it is also the segment with the open proof gap (no published mixed-brand case with numbers). Oil and gas is the Houston home market with a live fleet analysis in the field. Mining is the smallest share and the strongest existing proof (idle management, FLANDERS).
The implication for the 2027 budget: the commercial system has to be operating in October to produce first-half 2027 closes. A hiring cycle plus ramp (3 to 6 months) pushes the first influenced close into the second half. Capacity is not the constraint; time to first conversation is.
| Rank | Opportunity type | Value signal | Demand signal (measured) | Proof today | Primary channel | Priority |
|---|---|---|---|---|---|---|
| 1 | Power Generation · mixed-brand site retrofit (Maximus + Sophia) | ~60% of pipeline; the one large deal; medium deals cluster here | Open doors: generator monitoring system 320/mo, generator control panel 260/mo, power plant control system 170/mo, remote generator monitoring 140/mo; EKU ranks for none | Gap: no published case with numbers. Case customer identified (card 8) | Packagers (~70% of revenue) + direct operators | P0 |
| 2 | Oil & gas · engine-driven compression and oilfield fleets (Houston) | ~30% of pipeline; medium and small deals | Brand-led searches ("cat / generac generator remote monitoring"): intercept-page opportunities | Strong existing cases; US fleet analysis live in the field (account seller) | Direct + integrators | P1 |
| 3 | Packager sales play · Maximus specified through packagers | Cuts across segments; the channel truth | Not search-led; enablement-led | Enablement kit spec ready (D08); two partners named for December | Packagers | P1 |
| 4 | Mining · idle management and fleet sensors | ~10% of pipeline; small deals | idle management: EKU on page 1, 20/mo; mining conversations open with it | Strongest proof (FLANDERS, Africa landing); second case candidate Feb 2027 | Partner (FLANDERS) + direct | P2 · protect |
| 5 | Data centers · orchestration for large loads | Not in the current pipeline | data center power solutions 1,300/mo, 100% occupied by enterprise players | None; segment not yet confirmed as served; EnergyFluo and Pramac Link publishing here | Hold until the data-center brief is signed | Hold |
Demand figures: Kanbina Lumina keyword-demand analysis, 10 to 13 Aug 2026, modeled U.S. monthly searches, directional. Value and segment shares: founder input, 16 Sep 2026. Channel share (~70% via packagers): stakeholder interview, 24 Jul 2026, client-provided context.
The case customer's one measured result (card 8) and the open evidence hub (card 10). Both are October items; both are what the large deal and the eight medium deals will be compared against.
Three intercept pages on brand-led monitoring searches (D07 layer 1), and the account seller's fleet analysis turned into a Texas profile with the named engineer (PR map tier 3).
The enablement kit tested with one packager in November, two partners activated in December, partner-list visibility decided by leadership (D08 gate).
Keep the page-1 position, say idle management early in every mining conversation, and let the Mining Indaba talk produce the second case. No new spend.
The money and the proof gap sit in the same place: Power Generation. Closing the gap there moves the largest share of value and the only large deal; everything else is protection or channel leverage.
With a 4.5-month close and no capacity constraint, the binding limit is when the first conversation starts. October activity is first-half 2027 revenue; a hiring-cycle delay pushes it to the second half.
Use the ranking to order the roadmap and the 2027 budget line; use the shape section as the baseline the CRM export replaces when it arrives.
Pipeline counts, sizes, segment shares and time to close: founder input, verbal, 16 Sep 2026, pending written confirmation; the "20 small" count is to be reconfirmed. Demand figures measured and dated. Priorities: Working Hypothesis until the priority stack (D11) is agreed.